Contact Cards for referrals
Joe_1462
Member Posts: 20 VERIFIED MEMBER
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I very often need to refer trades, consultants, and professionals to others. To do this currently I need to copy and paste everything from Pipedrive contacts into the email (name, phone number, email, business name, etc...) It would be very handy if each contact could have a card that we could forward to the client with a list of these trades / professionals etc.. with just a few clicks.
It should be possible to quickly send multiple contacts to one person.
Pipedrive could even have a small link "powered by Pipedrive" at the bottom which could potentially create more sales for Pipedrive :)
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